Client Services Officer
Core
Administrative support for SMSF (Self-Managed Superannuation Fund) clients, handling tax returns, correspondence, and database management.
Role type
Administrative Officer (Financial Services)
Builds
Client service agreements, tax returns, financial statements, and accurate client records.
Domain
Financial Services / Superannuation
Required skills
Administrative task management, database entry, financial document collation, Microsoft Office (Outlook, Word, Excel, Teams), client liaison
Preferred skills
Financial services industry experience, multitasking, time management
Responsibilities
Managing administrative tasks including mail and correspondence, lodging tax returns, offering general support to the SMSF Team, providing administrative support with client related tasks, maintaining accurate client records and compliance files, liaising with advisors and team members